taxes
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What’s the Difference Between a CPA and a Tax Planner?
CPAs do the important number crunching for tax preparation and filing, but tax planners look at the big picture and come up with tax-saving strategies.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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'Instant' EV Tax Credits Are a Hit: $580M Paid This Year
EV Credits Claiming federal electric vehicle tax credits at the point of sale is a new and popular option in 2024.
By Kelley R. Taylor Last updated
EV Credits -
IRS Delays IRA RMD Rules to 2025
Inherited IRAs The IRS is delaying certain required minimum distribution rules. Here’s what the latest change means for some inherited IRA beneficiaries.
By Kelley R. Taylor Last updated
Inherited IRAs -
Retirees Face Significant Tax Bills Due to Fraud
Fraud A new report sheds light on how older adult scam victims end up with big tax bills and lost retirement savings.
By Kelley R. Taylor Last updated
Fraud -
What Time Was the Tax Deadline?
Tax Day If you like to wait until the last possible minute to file your tax return, you should at least know how much time you have.
By Rocky Mengle Last updated
Tax Day -
Tax Day: Is the Post Office Open Late?
Tax Filing Tax Day means some people need to mail their federal income tax returns.
By Kelley R. Taylor Published
Tax Filing -
Tax Day 2024 Freebies and Deals
Whether you’re getting a refund or paying taxes, celebrate the impending tax day 2024 with freebies and special deals.
By Donna LeValley Last updated
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Mailing Your Tax Return This Year? What to Know Before You Do
Tax Filing There are plenty of reasons not to mail your tax return this year, but here’s what you should know if you are.
By Katelyn Washington Last updated
Tax Filing -
High Earners: Beware of These Illegal Schemes to Lower Taxes
Tax Schemes The IRS says high-income filers are targets for several illegal tax schemes.
By Katelyn Washington Last updated
Tax Schemes